Adrian Lyles, financial advisor Calhoun GA

Adrian Lyles

CRD Number: 5889785
Current Firm: Lyles Wealth Management LLC

Adrian Lyles (CRD# 5889785) is an Investment Advisor Representative working at Lyles Wealth Management LLC in Calhoun, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lyles Wealth Management LLC Calhoun, GA Oct 2018 - Current 1
Dempsey Lord Smith Calhoon, GA Aug 2015 - Feb 2019 3
Dempsey Lord Smith Calhoun, GA Jul 2015 - Feb 2019 3
Wells Fargo Advisors LLC Woodstock, GA Feb 2011 - Jul 2015 4
Wells Fargo Cartersville, GA Oct 2009 - Jul 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Adrian D. Lyles
Phone Number: 770-630-9259
Firm Website:
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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